GWP
CAT icon

Gen-Wealth Partners’s Caterpillar CAT Stock Holding History

Gen-Wealth Partners’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.98M Sell
5,616
-202
-3% -$140K 1.25% 14
2025
Q4 		$3.33M Sell
5,818
-906
-13% -$504K 1.07% 16
2025
Q3 		$3.21M Buy
6,724
+129
+2% +$55.1K 1.08% 14
2025
Q2 		$2.56M Buy
6,595
+195
+3% +$65K 0.99% 17
2025
Q1 		$2.11M Buy
6,400
+311
+5% +$111K 0.88% 19
2024
Q4 		$2.21M Sell
6,089
-12
-0.2% -$4.65K 0.95% 16
2024
Q3 		$2.31M Buy
6,101
+115
+2% +$39.7K 1.01% 14
2024
Q2 		$1.99M Sell
5,986
-202
-3% -$70K 0.96% 15
2024
Q1 		$2.27M Buy
+6,188
New +$1.98M 1.12% 13

Other funds holding CAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gen-Wealth Partners's CAT Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Caterpillar (CAT) stake by 3.5% in Q1 2026, selling an estimated $140K and leaving 5,616 shares worth $3.98M. The position accounts for 1.25% of the portfolio, ranked #14.

Gen-Wealth Partners first reported a position in CAT in Q1 2024 and has held it in 9 quarters since. 3,738 funds tracked by Wall St. Rank hold CAT as of Q1 2026.

  • Gen-Wealth Partners held 5,616 shares of Caterpillar worth $3.98M as of Q1 2026.
  • Gen-Wealth Partners sold 202 Caterpillar shares in Q1 2026, an estimated $140K.
  • Caterpillar made up 1.25% of Gen-Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Gen-Wealth Partners first reported a position in Caterpillar in Q1 2024 and has held it in 9 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Caterpillar as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.